Gerrit
Petersons
Robinson Smith Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Gerrit Petersons is a financial advisor who works in Portland, Maine who has 1 year of industry experience. Petersons is on the advisory team at Robinson Smith Wealth Advisors, LLC. Petersons has gained experience at Broad Cove Capital, Cribstone Capital Management, Adp, Prime Buchholz And Associates, Marble Trail Advisors and Robinson Smith Wealth Advisors, LLC. Petersons has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Maine. Robinson Smith Wealth Advisors, LLC is a registered investment business based out of Portland, ME. The investment advisory business has a total of seven financial advisors. It manages $289 million in total assets across its 782 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 782 customer accounts, 56% belong to high-net-worth individuals who have greater than $1 million in assets. Robinson Smith Wealth Advisors, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the type of financial services offered. Fees charged by Robinson Smith Wealth Advisors, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Robinson Smith Wealth Advisors, LLC Brokerage Details
$288,544,299
7
782
$368,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gerrit Petersons Work History
Gerrit has been registered as a financial advisor for 1 years.*
Robinson Smith Wealth Advisors, LLC
Marble Trail Advisors
Broad Cove Capital
Cribstone Capital Management
Adp
Prime Buchholz And Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gerrit Petersons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robinson Smith Wealth Advisors, LLC
Portsmouth, NH
Portland, ME
Portland, ME
Portland, ME
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
